| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,755 | 548,000 | 35.65% | ||
| 2 | 683 Capital Management, LLC | 24,632 | 431,000 | 28.04% | ||
| 3 | Creative Planning | 21,219 | 419,000 | 27.26% | ||
| 4 | MORGAN STANLEY | 4,600 | 91,000 | 5.92% | ||
| 5 | UBS Group AG | 1,788 | 35,000 | 2.28% | ||
| 6 | Tower Research Capital LLC (TRC) | 638 | 13,000 | 0.85% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
